Lumen Technologies, Inc.
LUMN- Exchange
- NYSE
- Industry
- Telephone Communications (No Radiotelephone)
- SEC CIK
- 0000018926
In the last 90 days, Lumen Technologies, Inc. insiders filed 1 open-market purchase and 0 sales; 623 institutions reported holding it in 13F filings for Q2 2026, worth $5.60B in total; no superinvestor holds it.
13F holders, Q3 2022
Institutional positions in Lumen Technologies, Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 779
- −18 vs. Q2 2022
- Shares held
- 826.7M
- +6.53M (+0.8%) vs. Q2 2022
- Total value
- $6.02B
- −$2.94B (−32.8%) vs. Q2 2022
- New holders
- 74
- 347 more added
- Sold out
- 92
- 216 more reduced
11 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LUMN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 623 | $5.60B |
| Q1 2026 | 601 | $5.01B |
| Q4 2025 | 598 | $5.64B |
| Q3 2025 | 547 | $4.16B |
| Q2 2025 | 555 | $3.18B |
| Q1 2025 | 540 | $2.83B |
| Q4 2024 | 561 | $3.78B |
| Q3 2024 | 509 | $4.73B |
| Q2 2024 | 456 | $720.9M |
| Q1 2024 | 486 | $1.06B |
| Q4 2023 | 495 | $1.23B |
| Q3 2023 | 505 | $951.8M |
| Q2 2023 | 557 | $1.61B |
| Q1 2023 | 640 | $1.94B |
| Q4 2022 | 755 | $4.25B |
| Q3 2022 | 779 | $6.02B |
| Q2 2022 | 808 | $8.96B |
| Q1 2022 | 779 | $9.05B |
| Q4 2021 | 792 | $10.3B |
| Q3 2021 | 713 | $10.2B |
| Q2 2021 | 722 | $11.4B |
| Q1 2021 | 709 | $11.0B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Lumen Technologies, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Albert D Mason Inc | 10,560 | $77.0K | 0.06% | +310+3.0% | Added |
| Harbour Investments, Inc. | 7,046 | $77.0K | 0.01% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 10,741 | $78.0K | 0.05% | +70+0.7% | Added |
| DRW Securities, L.L.C. | 10,762 | $78.0K | 0.02% | +10,762 | New |
| Personal Cfo Solutions, LLC | 10,763 | $78.0K | 0.02% | +10,763 | New |
| Dai-Ichi Life Insurance Company, Ltd | 10,813 | $79.0K | 0.00% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 10,915 | $79.0K | 0.01% | +10,915 | New |
| First Affirmative Financial Network | 10,836 | $79.0K | 0.10% | +10,836 | New |
| Kathmere Capital Management, LLC | 10,794 | $79.0K | 0.02% | +10,794 | New |
| Parallel Advisors, LLC | 10,959 | $80.0K | 0.00% | −2,039−15.7% | Reduced |
| Valtinson Bruner Financial Planning LLC | 11,013 | $80.0K | 0.05% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 10,939 | $80.0K | 0.08% | 00.0% | Unchanged |
| Oak Thistle LLC | 11,075 | $81.0K | 0.29% | +11,075 | New |
| Veritable, L.P. | 11,258 | $82.0K | 0.00% | −4,891−30.3% | Reduced |
| Altshuler Shaham Ltd | 11,112 | $82.0K | 0.00% | −1,284−10.4% | Reduced |
| Beacon Pointe Advisors, LLC | 11,380 | $82.0K | 0.00% | −797−6.5% | Reduced |
| Claret Asset Management Corp | 11,556 | $84.0K | 0.02% | −211−1.8% | Reduced |
| AIA Group Ltd | 11,725 | $85.0K | 0.01% | −6,440−35.5% | Reduced |
| Ameritas Investment Partners, Inc. | 12,081 | $87.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 12,001 | $87.0K | 0.23% | +12,001 | New |
| Convergence Investment Partners, LLC | 12,107 | $88.0K | 0.06% | +12,107 | New |
| Cigna Investments Inc | 12,233 | $89.0K | 0.02% | −508−4.0% | Reduced |
| Meridian Wealth Management, LLC | 12,243 | $89.0K | 0.01% | −291−2.3% | Reduced |
| Harvest Management LLC | 12,540 | $91.0K | 0.08% | 00.0% | Unchanged |
| Cypress Capital Group | 12,455 | $91.0K | 0.02% | 00.0% | Unchanged |
| First National Bank | 12,598 | $92.0K | 0.08% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 12,618 | $92.0K | 0.06% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 12,597 | $92.0K | 0.06% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 15,168 | $92.0K | 0.01% | +4,368+40.4% | Added |
| Institutional & Family Asset Management, LLC | 12,778 | $93.0K | 0.02% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,751 | $93.0K | 0.00% | +12,751 | New |
| Brown Brothers Harriman & Co | 12,884 | $94.0K | 0.00% | +1,619+14.4% | Added |
| CWM, LLC | 12,858 | $94.0K | 0.00% | +2,358+22.5% | Added |
| Echo Street Capital Management LLC | 12,969 | $94.0K | 0.00% | +12,969 | New |
| Savant Capital, LLC | 13,107 | $95.0K | 0.00% | −8,158−38.4% | Reduced |
| Tradition Wealth Management, LLC | 13,164 | $96.0K | 0.01% | +9+0.1% | Added |
| We Are One Seven, LLC | 12,339 | $96.0K | 0.01% | −298−2.4% | Reduced |
| Perritt Capital Management Inc | 13,200 | $96.0K | 0.06% | +13,200 | New |
| Smith, Moore & Co. | 13,378 | $97.0K | 0.01% | −1,000−7.0% | Reduced |
| Pinnacle Associates Ltd | 13,315 | $97.0K | 0.00% | −267−2.0% | Reduced |
| Snowden Capital Advisors LLC | 13,373 | $97.0K | 0.00% | +13,373 | New |
| Hyman Charles D | 13,400 | $98.0K | 0.01% | 00.0% | Unchanged |
| Humankind Investments LLC | 13,516 | $98.0K | 0.05% | +2,277+20.3% | Added |
| Atom Investors LP | 13,476 | $98.0K | 0.03% | +13,476 | New |
| Gray Wealth Management Inc. | 13,845 | $101.0K | 0.06% | +127+0.9% | Added |
| Metis Global Partners, LLC | 14,056 | $102.0K | 0.02% | +534+3.9% | Added |
| CIBC World Markets Corp | 14,453 | $105.0K | 0.00% | −50,453−77.7% | Reduced |
| Balboa Wealth Partners | 14,489 | $105.0K | 0.05% | +14,489 | New |
| Steel Peak Wealth Management LLC | 14,568 | $106.0K | 0.01% | −6,219−29.9% | Reduced |
| Stableford Capital II LLC | 16,118 | $107.0K | 0.05% | +1,000+6.6% | Added |
| Machina Capital S.A.S. | 14,655 | $107.0K | 0.23% | +14,655 | New |
| Visionary Wealth Advisors | 14,823 | $108.0K | 0.01% | −206−1.4% | Reduced |
| Driehaus Capital Management LLC | 14,880 | $108.0K | 0.00% | +2,105+16.5% | Added |
| Hudson Valley Investment Advisors Inc | 15,006 | $109.0K | 0.02% | 00.0% | Unchanged |
| Trust Asset Management LLC | 14,917 | $109.0K | 0.01% | +796+5.6% | Added |
| Financial Advisory Service, Inc. | 15,173 | $110.0K | 0.01% | +4,758+45.7% | Added |
| Safeguard Investment Advisory Group, LLC | 15,296 | $111.0K | 0.08% | +181+1.2% | Added |
| CoreCap Advisors, LLC | 15,336 | $112.0K | 0.01% | −4,109−21.1% | Reduced |
| Parsec Financial Management, Inc. | 15,321 | $112.0K | 0.01% | +298+2.0% | Added |
| Balasa Dinverno & Foltz LLC | 15,513 | $113.0K | 0.01% | −3,540−18.6% | Reduced |
| Old National Bancorp | 15,434 | $113.0K | 0.00% | +265+1.7% | Added |
| Deseret Mutual Benefit Administrators | 15,659 | $114.0K | 0.03% | −3,248−17.2% | Reduced |
| Laidlaw Wealth Management LLC | 15,810 | $115.0K | 0.03% | −2,463−13.5% | Reduced |
| Roosevelt Investment Group LLC | 15,819 | $115.0K | 0.01% | +15,819 | New |
| BDO Wealth Advisors, LLC | 16,403 | $119.0K | 0.02% | +258+1.6% | Added |
| Sittner & Nelson, LLC | 16,278 | $119.0K | 0.08% | +12,757+362.3% | Added |
| PDT Partners, LLC | 16,931 | $123.0K | 0.02% | −25,102−59.7% | Reduced |
| Compagnie Lombard Odier SCmA | 17,000 | $124.0K | 0.00% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 17,001 | $124.0K | 0.03% | +17,001 | New |
| Atlas Capital Advisors LLC | 17,110 | $124.6K | 0.02% | −4,289−20.0% | Reduced |
| Essex Financial Services, Inc. | 17,231 | $125.0K | 0.01% | −14,291−45.3% | Reduced |
| Revolve Wealth Partners, LLC | 17,125 | $125.0K | 0.04% | +562+3.4% | Added |
| Balentine LLC | 17,276 | $126.0K | 0.00% | −98,554−85.1% | Reduced |
| Endurance Wealth Management, Inc. | 17,457 | $127.0K | 0.02% | 00.0% | Unchanged |
| Ascent Group, LLC | 17,376 | $128.0K | 0.02% | −11,572−40.0% | Reduced |
| Integrated Wealth Concepts LLC | 17,524 | $128.0K | 0.00% | −1,126−6.0% | Reduced |
| Iron Financial, LLC | 17,606 | $128.0K | 0.07% | +3,873+28.2% | Added |
| Regentatlantic Capital LLC | 17,896 | $130.0K | 0.00% | +17,896 | New |
| Welch Group, LLC | 18,100 | $132.0K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 18,068 | $132.0K | 0.00% | +18,068 | New |
| Buckingham Strategic Wealth, LLC | 18,402 | $134.0K | 0.00% | +7,852+74.4% | Added |
| Capital Investment Advisory Services, LLC | 18,555 | $135.0K | 0.02% | −4,670−20.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 18,705 | $136.0K | 0.01% | +5,440+41.0% | Added |
| XML Financial, LLC | 18,735 | $136.0K | 0.02% | +18,735 | New |
| Newbridge Financial Services Group, Inc. | 18,765 | $137.0K | 0.08% | +12,943+222.3% | Added |
| Griffin Asset Management, Inc. | 18,829 | $137.0K | 0.02% | +18,829 | New |
| WealthBridge Capital Management, LLC | 12,658 | $138.0K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 19,179 | $140.0K | 0.02% | −1,342−6.5% | Reduced |
| NorthRock Partners, LLC | 19,182 | $140.0K | 0.02% | +5,716+42.4% | Added |
| Boothbay Fund Management, LLC | 19,200 | $140.0K | 0.00% | +19,200 | New |
| Sanders Morris Harris LLC | 19,720 | $143.0K | 0.04% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 19,879 | $145.0K | 0.02% | −7,545−27.5% | Reduced |
| Quantum Private Wealth, LLC | 20,000 | $145.0K | 0.09% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 19,996 | $146.0K | 0.12% | −8,000−28.6% | Reduced |
| Silvercrest Asset Management Group LLC | 20,106 | $146.0K | 0.00% | 00.0% | Unchanged |
| Mairs & Power Inc | 20,000 | $146.0K | 0.00% | +20,000 | New |
| Huntington National Bank | 20,208 | $147.0K | 0.00% | +630+3.2% | Added |
| NJ State Employees Deferred Compensation Plan | 20,550 | $150.0K | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 20,581 | $150.0K | 0.01% | +5,669+38.0% | Added |
| D.A. Davidson & Co. | 20,716 | $151.0K | 0.00% | +488+2.4% | Added |